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BIG PICTURE – The ongoing bull market is over 5 years old and both the Dow Jones Industrial Average and the S&P500 Index have climbed to record highs. Yet, the vast majority of retail investors are still not convinced and many are waiting for the elusive stock market crash!

Written by Alexander Green, Chief Investment Strategist, The Oxford Club

Studies show that the overwhelming majority of fund managers cannot beat an unmanaged benchmark like the S&P 500 or the Russell 2000. Approximately three out of four of them fail every year. Over longer periods of time, more than 95% of them do. (And research shows that ordinary investors are just as hapless.)

[From the Editor: Alex Green and The Oxford Club have an impressive track record. I count Alex as a friend and one of the best minds in the investment education field today. I encourage you to read his words and to check out The Oxford Club. I'm a Chairman's Circle Member, and recommend it to all investors.]

When I interviewed Jeremiah Higgins as an intro for this article I didn't realize what an accomplished, big-minded individual he truly is. One of his passions is starting restaurants. Few know more about opening them and keeping them open then he does.

My grandmother refused to share the heart-wrenching details until I was in the Marine Corps. I’d heard bits and pieces about my ne’er-do-well father but didn’t fully grasp the devastation he’d left behind until Grandmother spilled the story with tears in her eyes:

Written by Frank Holmes CEO and Chief Investment Officer U.S. Global Investors

U.S. Global Investors recently welcomed Doug Peta, an economist from BCA research, to our offices. He presented some interesting research regarding the Fed Funds Rate Cycle, and in turn, what that research could mean for gold. I wanted to share points from his presentation, as well as our own in-house research, to help you understand the positivity we see for the precious metal looking towards 2015.

The following article just arrived thanks to Tyler Allen, IBISWorld Media Specialist; This email address is being protected from spambots. You need JavaScript enabled to view it.. It stressed that "as geopolitical tensions grow around the globe, US defense industries are finding much needed opportunities for sales." Let's learn which specific companies benefit the most.

Written by Christopher Rowe, Director of Investor Education, The Oxford Club

[From the Editor: I've been on the Ombudsman Committee of The Oxford Club for the past 5 years. This has given me a chance to examine and admire this seasoned organization. Their investment analysis and track record has been and still is superb. This commentary on the current market conditions is a good example.]

Written by Frank Holmes CEO and Chief Investment Officer U.S. Global Investors

Last month, Xian Liang, co-portfolio manager of our China Region Fund (USCOX), attended the 19th CLSA China Forum in Beijing. There he and hundreds of other global attendees were given the opportunity to meet with representatives from Chinese corporations, some of which U.S. Global owns.

Since the hard reversal in March we’ve had the view that precious metals would decline and the miners could retest their December lows. We’ve held firm on this belief in recent weeks and wrote that a May decline could setup a June buying opportunity. Our analysis leads us to believe we are almost there but not quite yet. A little bit more patience is required.

Tracking the numerous ongoing bullish factors for gold is quite a chore. There are, quite
literally, so many compelling arguments for holding our favorite metal that I used to catalog
them each month in our letter.